Holdings of Voyager Global Management LP
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 8 in 2 countries
- Top ten
- 100.0 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | NVIDIA Corp | 4,700,000 | 819.7M $ | |
| 2 | Microsoft Corp | 1,325,000 | 490.5M $ | |
| 3 | Amazon.com Inc | 2,175,000 | 453M $ | |
| 4 | Taiwan Semiconductor Manufacturing Co Ltd | 1,150,000 | 388.6M $ | |
| 5 | Atlassian Corp | 3,850,000 | 262.8M $ | |
| 6 | Booking Holdings Inc | 60,000 | 252.6M $ | |
| 7 | Alphabet Inc | 500,000 | 143.8M $ | |
| 8 | Meta Platforms Inc | 225,000 | 128.7M $ |
Sector breakdown
- Technology 57.8 %
- Consumer discretionary 24.0 %
- Communication 9.3 %
- Unattributed 8.9 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 86.8 %
- Taiwan 13.2 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 7 | 2.6B $ | 86.78 % |
| 2 | Taiwan | 1 | 388.6M $ | 13.22 % |
Cite this page
Titelia. "Holdings of Voyager Global Management LP". https://titelia.com/en/funds/US13F1849753